-76.7%
PEW vs VT
+65.1%
-141.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +0.4% | +0.4% | 0.0% | +0.3% |
| 30D | -10.6% | +1.0% | -11.6% | -11.0% |
| 3M | -13.0% | +2.4% | -15.3% | -13.8% |
| 6M | -16.7% | +12.0% | -28.7% | -19.8% |
| YTD | -21.9% | +15.3% | -37.3% | -25.4% |
| 1Y | -58.2% | +22.6% | -80.8% | -60.4% |
| All | -76.7% | +65.1% | -141.8% | -78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling